BRN Discussion Ongoing

[Humble Genius]

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[The Pope]

As a conspiracy theorist, I wonder if the recent rise in the SP followed by the decline has been orchestrated to coincide with the next AGM as the naysayers etc are out in force on the otherside. Let’s just hope we see someone better results in the next quarter or a decent announcemt beforehand to close this chapter once and for all.

Well Dickleboro is giving it another crack today. I wish he would come to the next AGM in Sydney on 21 May 2024. Refer attached image as I didn’t want him to get paid if some wanted to click the link. lol

 

[Tothemoon24]

It’s time for Sean to pull a Heir out of his arse, a signed contract with the below will do

 

[7für7]

It’s time for Sean to pull a Heir out of his arse, a signed contract with the below will do

View attachment 59535

Link?

 

[Iseki]

 

[buena suerte :-)]

View attachment 59525

...On a side note @Bravo ..Can you please go for a run tomorrow and Friday and all of next week >>>>>>

 

[buena suerte :-)]

Intel
Can't work out the interior of car in second video. Has a squared style steering wheel. ( 1.30 min mark ).

One of them further on in the vid is a Tesla!?

 

[Pom down under]

...On a side note @Bravo ..Can you please go for a run tomorrow and Friday and all of next week >>>>>>

 

[7für7]

It’s time for Sean to pull a Heir out of his arse, a signed contract with the below will do

View attachment 59535

Someone a link of this or is it photoshopped?

 

[GazDix]

This is certainly a tree shake before tomorrow's FOMC in which it is expected the FED will keep interest rates steady or a very outside chance that they will increase them.

There is nearly a 0% chance that they will lower interest rates, so shorters are pretty safe knowing that and eventually increasing their positions in companies with high potential so they can mop up later.

Also the Motley Flipfacers are at it again so retail may have sold down in the last two hours of trading as well.

Brainchip Holdings Ltd (ASX: BRN)​

The Brainchip share price is down over 7% to 32 cents. Investors have been hitting the sell button today after global semiconductor giant Nvidia Corp (NASDAQ: NVDA) announced its new Blackwell artificial intelligence chips. The company spent an estimated US$10 billion on the research and development budget for the processor. It's possible now that some investors are finally realising that Brainchip has almost zero chance of competing with the giant given its shoestring budget. Sam Altman, CEO of OpenAI, commented: "Blackwell offers massive performance leaps, and will accelerate our ability to deliver leading-edge models. We're excited to continue working with NVIDIA to enhance AI compute."

 

[IloveLamp]

Well Dickleboro is giving it another crack today. I wish he would come to the next AGM in Sydney on 21 May 2024. Refer attached image as I didn’t want him to get paid if some wanted to click the link. lol

Dickleboro writes absolute crapola.......don't you @DK6161

 

[Diogenese]

Nvidia Blackwell




8:30 Training

1.8 trillion parameter model training

Hopper 8k GPUs 50 MW 90 days

Blackwell 2K GPUs ONLY 4 MW 90 days

 

[JDelekto]

This is certainly a tree shake before tomorrow's FOMC in which it is expected the FED will keep interest rates steady or a very outside chance that they will increase them.

There is nearly a 0% chance that they will lower interest rates, so shorters are pretty safe knowing that and eventually increasing their positions in companies with high potential so they can mop up later.

Also the Motley Flipfacers are at it again so retail may have sold down in the last two hours of trading as well.

Brainchip Holdings Ltd (ASX: BRN)​

The Brainchip share price is down over 7% to 32 cents. Investors have been hitting the sell button today after global semiconductor giant Nvidia Corp (NASDAQ: NVDA) announced its new Blackwell artificial intelligence chips. The company spent an estimated US$10 billion on the research and development budget for the processor. It's possible now that some investors are finally realising that Brainchip has almost zero chance of competing with the giant given its shoestring budget. Sam Altman, CEO of OpenAI, commented: "Blackwell offers massive performance leaps, and will accelerate our ability to deliver leading-edge models. We're excited to continue working with NVIDIA to enhance AI compute."

It is painfully obvious that the individual who wrote this article does not understand the difference between the Blackwell processors NVIDIA announced, the Akida processor/IP, and the markets to which they serve.

I believe that Blackwell was designed to improve performance for creating models with trillions of parameters and inferencing on these devices using these large models too. One of the systems they announced, GB200 NVL72, is a liquid-cooled rack system using 36 GB200 Blackwell chips. It is not meant for the average consumer.

I imagine that Blackwell's intent is mainly to create large models and provide data center server machines for inferencing. At the same time, Akida will still dominate the Edge market for unconnected, low-power, yet high-performance inferencing with a much broader target audience in consumer devices. While Akida can create "models" through its one-shot learning mechanism, it's not designed for building models from large datasets for general-purpose inferencing, but instead augmenting pre-trained models in the field as it learns and classifies new data.

I don't see them as competing devices, at least not in any substantive way that would suggest Blackwell's announcement is what caused Akida's SP to go down --unless it was due to a psychological knee-jerk reaction of investors that did not understand the target use and market for either technology.

 

[Guzzi62]

This is certainly a tree shake before tomorrow's FOMC in which it is expected the FED will keep interest rates steady or a very outside chance that they will increase them.

There is nearly a 0% chance that they will lower interest rates, so shorters are pretty safe knowing that and eventually increasing their positions in companies with high potential so they can mop up later.

Also the Motley Flipfacers are at it again so retail may have sold down in the last two hours of trading as well.

Brainchip Holdings Ltd (ASX: BRN)​

The Brainchip share price is down over 7% to 32 cents. Investors have been hitting the sell button today after global semiconductor giant Nvidia Corp (NASDAQ: NVDA) announced its new Blackwell artificial intelligence chips. The company spent an estimated US$10 billion on the research and development budget for the processor. It's possible now that some investors are finally realising that Brainchip has almost zero chance of competing with the giant given its shoestring budget. Sam Altman, CEO of OpenAI, commented: "Blackwell offers massive performance leaps, and will accelerate our ability to deliver leading-edge models. We're excited to continue working with NVIDIA to enhance AI compute."

What!!

A Blackwell GPU will cost at least 30K $ and are not competing with the Alkida chips at all.
Completely different uses for them as far as I know, Alkida on the edge and the Blackwell in center (if you can call it that).

Those MF writers are really funny guys, idiots actually.

Synopsis. Nvidia highlighted that Blackwell chips enable organisations to develop and operate real-time generative AI on trillion-parameter large language models while reducing costs and energy consumption by up to 25 times compared to its predecessor.

More info here:

"The world's most powerful chip" – Nvidia says its new Blackwell is set to power the next generation of AI

Marking a major jump from Hopper, new Nvidia Blackwell hardware brings the power to AI.

sg.news.yahoo.com

 

[Mt09]

Someone a link of this or is it photoshopped?

Valeo on LinkedIn: Paving the way for autonomous mobility with our LiDAR! We are proud to… | 24 comments

Paving the way for autonomous mobility with our LiDAR! We are proud to announce a new contract with a premium European OEM for our Valeo SCALA 3 LiDAR. We… | 24 comments on LinkedIn

www.linkedin.com

 

[IloveLamp]

Ecosystem Collaborations Bring Full Stack Software Solutions to Develop Leading-edge Automotive Applications From Day One

Built on new Automotive Enhanced (AE) IP and virtual platforms, the software solutions allow automotive partners to innovate straight away.

newsroom.arm.com

 

[Fullmoonfever]

Someone is realistic and sees some risks.

https://seekingalpha.com/article/4677434-nvidia-rocket-ship-valuation-hope-you-packed-a-parachute

Nvidia's Rocket Ship Valuation: Hope You Packed A Parachute!​

Mar. 11, 2024 5:14 PM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA StockAMD, AMD:CA, AMZN, AMZN:CA, ARM, GOOG, GOOG:CA, GOOGL, INTC, INTC:CA, META, META:CA, MSFT, MSFT:CA, TSM, TSMWF108 Comments19 Likes

WideAlpha
4.87K Followers
Follow

Summary​

• Nvidia Corporation's impressive growth and market dominance are attributed to its investment in innovation and leadership by CEO Jensen Huang.
• The company's reliance on Taiwan Semiconductor for chip manufacturing poses significant geopolitical risks.
• Competitors, including AMD and cloud providers like Amazon and Microsoft, are developing their own AI chips, threatening Nvidia's market position.

Excerpt:

Risks​

The main risk we see with an investment in Nvidia is that it trades at a very high valuation, while its competitors are getting more aggressive and its customers are looking for ways to replace them. Competing with competitors is usually hard enough, competing with your customers, which have billions to fund their efforts, adds an extra level of difficulty. We also see a risk that some of its employees might be getting complacent, and they might think they can coast for some time on past efforts. Other risks include a recent copyrights lawsuit, and SoftBank pouring billions to compete with them. Further out, we see risks that there might be a new paradigm shift in how computing gets done, with quantum computing and neuromorphic chips continuing to make important advances

 

[Diogenese]

Well Dickleboro is giving it another crack today. I wish he would come to the next AGM in Sydney on 21 May 2024. Refer attached image as I didn’t want him to get paid if some wanted to click the link. lol

I Linkedin with Magnus Osterberg last week about his nueromorphic post:

Thank you Magnus for this description of neuromorphic computing.

The recent promotion of the CLA concept car highlighted a central mounted liquid-cooled processor as a feature. Is this cooling needed because of the neuromorphic processor, and will the production version include a liquid-cooled processor?

Got this response under Magnus' moniker just now:

"Stay tuned!

 

[Diogenese]

It is painfully obvious that the individual who wrote this article does not understand the difference between the Blackwell processors NVIDIA announced, the Akida processor/IP, and the markets to which they serve.

I believe that Blackwell was designed to improve performance for creating models with trillions of parameters and inferencing on these devices using these large models too. One of the systems they announced, GB200 NVL72, is a liquid-cooled rack system using 36 GB200 Blackwell chips. It is not meant for the average consumer.

I imagine that Blackwell's intent is mainly to create large models and provide data center server machines for inferencing. At the same time, Akida will still dominate the Edge market for unconnected, low-power, yet high-performance inferencing with a much broader target audience in consumer devices. While Akida can create "models" through its one-shot learning mechanism, it's not designed for building models from large datasets for general-purpose inferencing, but instead augmenting pre-trained models in the field as it learns and classifies new data.

I don't see them as competing devices, at least not in any substantive way that would suggest Blackwell's announcement is what caused Akida's SP to go down --unless it was due to a psychological knee-jerk reaction of investors that did not understand the target use and market for either technology.

On the figures Jensen quoted for training, Blackwell uses about 2 kW.

 

[7für7]

Valeo on LinkedIn: Paving the way for autonomous mobility with our LiDAR! We are proud to… | 24 comments

Paving the way for autonomous mobility with our LiDAR! We are proud to announce a new contract with a premium European OEM for our Valeo SCALA 3 LiDAR. We… | 24 comments on LinkedIn

www.linkedin.com

Thanks! 🫵